Video – Getting there update
We wanted to speak to the volatility in both direction in the "summer of indigestion" and what to look for in the weeks ahead.
Read MoreVideo – Getting there
We offer our take on the current market weakness in this short video clip.
Read MoreGetting there
With the S&P 500 (SPX) and Nasdaq Composite (COMP) less than 2% from a record high and the National Association of Active Independent Managers (NAAIM) Exposure Index sentiment back…
Read MoreJuly Macro Slide Deck
We have been in a macro and market transition punctuated by the rolling correction since the early part of this year.
Read MoreRe-entry after vaca
Good Morning. Just getting back from vacation and ready for tomorrow’s Macro Slide Deck and conference call.
Read MoreNew Video before vacation
I wanted to walk you through a few charts that highlight our current view of what the current period of monetary and market transition could mean to markets.
Read MoreTransition should ultimately lead to opportunity
How can we call this the summer of indigestion when the S&P 500 (SPX) makes daily new highs? The answer is in the rotation that seems to take place…
Read MoreVideo – Further explanation on “do no harm”
In this brief video we highlight three charts that explain our current neutral view.
Read MoreRotational grind into quarter-end
Last week saw a significant bounce from the prior week's downside. It is important to remember that while the major market indices were only lower by a few percentage…
Read MoreNew Video on rotation
It's all relative - key indicator still suggests rotation may favor Value...
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